Summary
Overview
Work History
Education
Skills
Timeline
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Brian Vermilya

Newnan,Georgia

Summary

Dedicated Insurance industry professional offering 30 years of marketing and sales expertise. In-depth understanding of diverse insurance lines and claims services. Committed and strategic with proven history of meeting client needs through insurance product recommendations. Proficient in data acquisition and analysis to develop cost-effective insurance solutions.

Offer demonstrated proficiency in insurance products, services and customer behaviors. Trained in reviewing documents, working with internal and external parties and resolving routine and challenging concerns with independent approach. Capable of identifying and resolving problems, promoting new offerings and outperforming sales goals.

Personable Insurance Broker motivated to build customer base by following up on warm and cold leads. Possesses exceptional team building and communication skills. Licensed in Georgia with certification in Property and Casualty.

Licensed insurance professional with extensive experience in sales, prospecting and lead generation. Licensed in Georgia with background in commercial and personal coverages. Sales Professional with 38 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.

Overview

24
24
years of professional experience

Work History

Insurance Sales Agent

The Keats Agency
12.2007 - Current
  • Evaluated leads obtained through direct referrals, lead databases and cold calling.
  • Negotiated production goals for new policies and policy renewals with business development manager.
  • Conducted research on insurance packages and investment options to generate client recommendations
  • Created sources for continuous client referrals within community and with businesses using network marketing and developing centers of influence.
  • Developed and maintained long-term relationships with policyholders and small business entities.
  • Responded to customer calls within 1 hour to swiftly resolve issues and answer questions.
  • Built relationships with clients through active listening and analytical talents to provide excellent service.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Approached potential clients by using direct marketing techniques, including mailings and phone contacts. Sold commercial, auto, home, and other various insurance products to businesses and individuals and affinity groups within the state of Georgia using consultative selling techniques.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
  • Conducted annual reviews of existing policies to update information.
  • Met with customers to provide information about available products and policies.
  • Educated clients on insurance policies and procedures.
  • Generated leads through cold-calling, networking and other outreach methods.
  • Utilized data analytics to refine sales strategies, resulting in more effective targeting of potential clients.
  • Fostered strong relationships with clients to ensure high levels of retention and satisfaction.
  • Collaborated with underwriters to expedite approval process for clients.
  • Increased policy renewal rates with personalized follow-up strategies.

Insurance Sales Agent

Vermilya Insurance Group
12.2005 - 12.2007
  • Set up appointments with potential and current customers to promote new products and services.
  • Grew business sales by 40% in 12 months through effective cross-selling, exceptional customer service and cold calling.
  • Conducted research on insurance packages and investment options to generate client recommendations.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Drove business development through proactive networking and relationship-building strengths.
  • Reviewed customer needs and financial means to determine appropriate policy offerings.
  • Stayed in touch with clients to assess changing demands and offer new solutions.

Insurance Sales Agent

The Mallory Agency Inc.
04.2000 - 12.2005
  • Created sources for continuous client referrals within community and with businesses using networking and business referral leads groups
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations
  • Built relationships with clients through active listening and communicative talents to provide excellent service
  • Approached potential clients by using direct marketing techniques, including mailings and phone contacts
  • Negotiated production goals for new policies and policy renewals with business development manager
  • Maximized customer retention by resolving issues quickly
  • Drove new business by acquiring new clients and expanding new and existing relationships
  • Demonstrated products to show potential customers benefits and advantages and encourage purchases
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas

Education

Bachelor of Science - Criminal Justice

University of West Georgia
Carrollton, GA
1984

Skills

  • Warm and cold leads development
  • Client needs analysis
  • Quotes and sales
  • Analytical
  • Personable
  • Client acquisition expert
  • Underwriting and adjustments
  • Account management
  • Results-oriented
  • Time management
  • Proactive team player
  • Relationship building
  • Business development

Timeline

Insurance Sales Agent

The Keats Agency
12.2007 - Current

Insurance Sales Agent

Vermilya Insurance Group
12.2005 - 12.2007

Insurance Sales Agent

The Mallory Agency Inc.
04.2000 - 12.2005

Bachelor of Science - Criminal Justice

University of West Georgia
Brian Vermilya